Institutional Ownership Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH). We have compiled data on the 3,851 institutions that hold shares in the stock, with a total of 772 Million shares, which have been reported (via 13F filing form) to have a value of $417 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,811
shares
|
$1.52 Million
0.13% of portfolio
|
Q4 2024
Added 16.4%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,800
shares
|
$1.51 Million
0.42% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,797
shares
|
$1.51 Million
0.71% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
2,794
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
2,793
shares
|
$1.51 Million
0.44% of portfolio
|
Q4 2024
Reduced 29.29%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,792
shares
|
$1.51 Million
0.21% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,790
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
2,787
shares
|
$1.5 Million
0.46% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,778
shares
|
$1.5 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,777
shares
|
$1.5 Million
0.37% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
2,775
shares
|
$1.5 Million
0.46% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,774
shares
|
$1.5 Million
0.4% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,771
shares
|
$1.5 Million
0.62% of portfolio
|
Q4 2024
Reduced 16.81%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
2,767
shares
|
$1.49 Million
1.44% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
2,766
shares
|
$1.49 Million
1.02% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,765
shares
|
$1.49 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
2,759
shares
|
$1.49 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
2,758
shares
|
$1.49 Million
0.15% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,758
shares
|
$1.49 Million
0.68% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
2,757
shares
|
$1.49 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
2,755
shares
|
$1.49 Million
0.68% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,745
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.45%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
2,736
shares
|
$1.48 Million
1.05% of portfolio
|
Q4 2023
Reduced 8.37%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,733
shares
|
$1.48 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
2,730
shares
|
$1.47 Million
0.42% of portfolio
|
Q4 2024
Added 0.59%
|